We are live on ! Find out more
IJH icon

iShares Core S&P Mid-Cap ETF

2,646 hedge funds and large institutions have $85.5B invested in iShares Core S&P Mid-Cap ETF in 2026 Q1 according to their latest regulatory filings, with 146 funds opening new positions, 1,096 increasing their positions, 1,036 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

345% more call options, than puts

Call options by funds: $42.3M | Put options by funds: $9.52M

80% more first-time investments, than exits

New positions opened: 146 | Existing positions closed: 81

6% more funds holding in top 10

Funds holding in top 10: 363383 (+20)

6% more repeat investments, than reductions

Existing positions increased: 1,096 | Existing positions reduced: 1,036

4% more capital invested

Capital invested by funds: $82.5B → $85.5B (+$3.07B)

0% more funds holding

Funds holding: 2,6332,646 (+13)

0.16% less ownership

Funds ownership: 80.51%80.35% (-0.16%)

Holders
2,646
Holders Change
+13
Holders Change %
+0.49%
% of All Funds
32.55%
Holding in Top 10
383
Holding in Top 10 Change
+20
Holding in Top 10 Change %
+5.51%
% of All Funds
4.71%
New
146
Increased
1,096
Reduced
1,036
Closed
81
Calls
$42.3M
Puts
$9.52M
Net Calls
+$32.8M
Net Calls Change
+$12.9M
Name Holding Trade Value Shares
Change
Change in
Stake
PFPG
201
Pinnacle Financial Partners (Georgia)
Georgia
$39.1M +$1.17M +16,930 +3%
YIA
202
YHB Investment Advisors
Connecticut
$38.5M -$212K -3,054 -0.5%
BFA
203
Beaumont Financial Advisors
Massachusetts
$38.2M +$293K +4,223 +0.8%
Lazard Asset Management
204
Lazard Asset Management
New York
$37.9M -$770K -11,103 -2%
AF
205
Allworth Financial
California
$37.8M -$1.29M -18,576 -3%
PFM
206
Phillips Financial Management
Indiana
$37.3M -$13.3M -192,004 -26%
HI
207
Human Investing
Oregon
$37.2M -$2.12M -30,525 -5%
DT
208
Diversified Trust
Tennessee
$37.2M -$645K -9,303 -2%
BOS
209
Bank of Stockton
California
$36.6M -$8.23M -118,697 -18%
CWA
210
CJM Wealth Advisers
Virginia
$36.6M -$991K -14,282 -3%
PFA
211
Pure Financial Advisors
California
$36.5M +$1.43M +20,587 +4%
HI
212
Hudock Inc
Pennsylvania
$36.4M +$935K +13,474 +3%
CIA
213
Concurrent Investment Advisors
Florida
$36.4M +$970K +13,982 +3%
WAG
214
Winthrop Advisory Group
Massachusetts
$36.3M +$21.4M +308,598 +135%
FFA
215
Farther Finance Advisors
California
$36.2M +$4.94M +71,210 +15%
TAM
216
Titleist Asset Management
Texas
$36.1M -$502K -7,243 -1%
UCFA
217
United Capital Financial Advisors
Texas
$36.1M -$1.32M -18,995 -3%
DA
218
Drake & Associates
Wisconsin
$36M +$4.22M +60,900 +13%
IWC
219
Integrated Wealth Concepts
Massachusetts
$35.3M +$20.5K +296 +0.1%
BHWM
220
Bar Harbor Wealth Management
New Hampshire
$35.1M +$2.25M +32,403 +7%
WHG
221
Westwood Holdings Group
Texas
$34.9M +$1.22M +17,562 +4%
SCM
222
SCS Capital Management
Massachusetts
$34.8M -$5.39M -77,664 -13%
SWM
223
Stockman Wealth Management
Montana
$34.6M +$2.83M +40,816 +9%
GLLW
224
Graves Light Lenhart Wealth
Virginia
$34.4M +$1.08M +15,538 +3%
CAG
225
Crestwood Advisors Group
Massachusetts
$34.3M +$2.11M +30,395 +6%

IJH Hedge Fund Activity: Q1 2026 in Review

2,646 of the 8,128 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P Mid-Cap ETF (IJH) for Q1 2026, worth a combined $85.5B — up 3.7% from $82.5B a quarter earlier.

Buyers outnumbered sellers: 146 funds opened new IJH positions and 81 closed out — a net gain of 65 holders — while 1,096 added to existing stakes and 1,036 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $757M. The largest seller was LPL Financial, cutting an estimated $420M.

  • 2,646 institutional investors held iShares Core S&P Mid-Cap ETF (IJH) as of Q1 2026, up from 2,633 in Q4 2025.
  • Funds reported $85.5B of iShares Core S&P Mid-Cap ETF stock for Q1 2026, up 3.7% quarter-over-quarter.
  • 146 funds opened new iShares Core S&P Mid-Cap ETF positions in Q1 2026 and 81 closed out, a net change of +65 holders.
  • The largest iShares Core S&P Mid-Cap ETF buyer in Q1 2026 was Goldman Sachs, an estimated $757M added.
  • The largest iShares Core S&P Mid-Cap ETF seller in Q1 2026 was LPL Financial, an estimated $420M sold.

Based on aggregated 13F filings for Q1 2026.